No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| REGENCE BC/BS OF OREGON EIN 93-0238155 NONE | Direct payment from the plan; Claims processing; Float revenue Service code 12 | — | $906K |
| THE WILLIAM C. EARHART CO., INC EIN 93-0509592 NONE | Contract Administrator; Direct payment from the plan Service code 13 | — | $257K |
| OREGON LABORERS-EMPLOYERS ADMIN LLC EIN 83-0431313 LLC MEMBER | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $181K |
| MILLIMAN, INC. EIN 91-0675641 NONE | Consulting (general); Actuarial; Direct payment from the plan Service code 11 | — | $124K |
| LINDQUIST LLP EIN 52-2385296 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $62K |
| COLETT LAW GROUP, LLP EIN 26-1490900 NONE | Legal; Direct payment from the plan Service code 29 | — | $61K |
| WEINBERG, ROGER & ROSENFELD EIN 94-2458080 NONE | Legal; Direct payment from the plan Service code 29 | — | $40K |
| WELLINGTON TRUST COMPANY EIN 04-2755549 NONE | Investment management; Investment management fees paid directly by plan; Soft dollars commissions Service code 28 | — | $39K |
| NEPC, LLC EIN 26-1429809 NONE | Investment advisory (plan); Direct payment from the plan Service code 27 | — | $34K |
| LOOMIS, SAYLES & COMPANY, LP EIN 04-3200030 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $23K |
| US BANK, N.A. EIN 31-0841368 NONE | Float revenue; Direct payment from the plan; Custodial (securities); Other services; Soft dollars commissions Service code 19 | — | $21K |
| UNION BANK EIN 94-0304288 NONE | Custodial (other than securities); Direct payment from the plan Service code 18 | — | $12K |
| CENVEO CORPORATION EIN 84-1250534 NONE | Direct payment from the plan; Copying and duplicating Service code 36 | — | $12K |
| IRON MOUNTAIN INFORMATION MGMT, INC EIN 04-3038590 NONE | Other services; Direct payment from the plan Service code 49 | — | $8K |
| STEPHEN HORN INSURANCE SERVICES EIN 94-3249244 NONE | Insurance brokerage commissions and fees Service code 53 | — | $7K |
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 1,863 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 330 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,193 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 1,090 | $5.2M |
| Dental | WILLAMETTE DENTAL INSURANCE, INC. | 799 | $202K |
| Stop-loss / reinsurancereinsurance | REGENCE BLUECROSS BLUESHIELD OF OREGON | 4,061 | $425K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,061 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.